Tortoise Investment Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Tortoise Investment Management, LLC
- $981 Million
- Q2 2025
A detailed history of Tortoise Investment Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 298,484 shares of DFAC stock, worth $11.4 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
298,484
Previous 269,998
10.55%
Holding current value
$11.4 Million
Previous $8.91 Million
20.1%
% of portfolio
1.09%
Previous 0.99%
Shares
23 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.17 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.1 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.49 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$668 Million0.22% of portfolio